See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,643 | $109,881-27.5% | $150,045-46.9% | $84,808-6.1% |
| Participation rate | 75.4% | 76.1%-0.6pp | 82.3%-6.9pp | 68.3%+7.1pp |
| Annual return | 20.33% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,399 | $3,561-4.5% | $4,693-27.6% | $2,631+29.2% |
| Participant deferral / active EE | $7,478 | $6,636+12.7% | $7,997-6.5% | $4,212+77.6% |
| Admin fee / account holder | $1,453 | $8,568-83.0% | $13,435-89.2% | $7,344-80.2% |